Recorded on 28 January 2020, Senior Business Development Manager, Henny Dovland uses planning scenarios to explore the opportunities intergenerational planning can create for financial advisers.

Watch our webinar below to discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.

 

The webinar covers:

  • The benefits of taking an intergenerational approach to financial planning
  • The intergenerational advantages of Business Relief
  • Intergenerational planning ideas illustrated through case studies
  • Considerations when reviewing and selecting Business Relief services

 

Posted: 28/01/2020 Categories: Events, Inheritance Tax, News, TIME:Advance, TIME:AIM, TIME:CTC

Terms and Conditions

TIME does not accept direct investment. If you wish to invest in one of our solutions you will need to take advice from an authorised financial adviser. Nothing within this website is intended to constitute investment, tax or legal advice. Our solutions place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market of the London Stock Exchange.